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Self-Directed Brokerage Account were also up for 2020 Q4

It’s a known fact that I don’t care for self-directed brokerage accounts in 401(k) pla...

Ary Rosenbaum, That 401(k) Guy

When an organization stalls

When an airplane stalls, it’s no longer able to produce lift. When this occurs, ther...

Ary Rosenbaum, That 401(k) Guy

Reliance settles their role in Insperity case for $40 million

Reliance Trust has settled one of the largest 401(k) excessive suit settlements in their r...

Ary Rosenbaum, That 401(k) Guy

DOL won’t enforce ESG and proxy voting rules

Not surprising most of us, the Department of Labor (DOL)’s Employee Benefits Security Ad...

Ary Rosenbaum, That 401(k) Guy

401(k) fees are still sliding

The beauty of fee disclosure regulations and technological breakthroughs is that 401(k) fe...

Ary Rosenbaum, That 401(k) Guy

Yes, we will reschedule our live events

That 401(k) Conference will return live in 2021. We will advise you of the make up dates f...

Ary Rosenbaum, That 401(k) Guy

Well, it used to be worse

When I was younger, I was a pessimist. Everything to me, like a bad grade in Civil Procedu...

Ary Rosenbaum, That 401(k) Guy

Joseph Vitale, R.I.P.

I don’t talk much of my time at Cohen, Weiss, & Simon. I was an associate there for ...

Ary Rosenbaum, That 401(k) Guy

TPAs need clear contracts

As an ERISA attorney, my retainer agreements are pretty straight and clear. Governed by th...

Ary Rosenbaum, That 401(k) Guy

The problem of too much paper

First, there was the call for an Investment Policy Statement (IPS). Then advisors were tou...

Ary Rosenbaum, That 401(k) Guy